Patriot Financial Group Insurance Agency, LLC Impact Shs Fds I Tr Ywca Women Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	SELL	$30.45 - $35.31 $456 - $529	-15 Reduced 30.0%	35 $1,000
Q2 2021 Jul 30, 2021	BUY	$30.82 - $32.88 $1,078 - $1,150	35 Added 233.33%	50 $2,000
Q1 2021 Apr 29, 2021	BUY	$28.6 - $30.55 $429 - $458	15 New	15 $0

Others Institutions Holding WOMN

# of Institutions

Shares Held

323K

Call Options Held

Put Options Held

Westfuller Advisors, LLC New York, NY

85.5K
Shares

$3.4 Million
2.37% of portfolio
Lpl Financial LLC Fort Mill, SC

28.5K
Shares

$1.13 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

25.6K
Shares

$1.02 Million
0.0% of portfolio
Atria Wealth Solutions, Inc. New York, NY

24.9K
Shares

$987,767
0.01% of portfolio
Toroso Investments, LLC Massapequa, NY

23.8K
Shares

$947,163
0.01% of portfolio

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